Author: David Brooks

Broadstone_section 37
Broadstone

Section 37 case a decision point for trustees and sponsors

Background Case Recap Virgin Media Limited was the principal employer of the National Transcommunications Limited Pensions Plan (the Plan), a contracted-out DB scheme. From 1997, contracted-out schemes had to s...

accountant, Auditor, Self-Employed, Finance and Investment, tax calculation and budget, Asian female entrepreneur using a calculator to calculate. Company business results document.
Broadstone

Consultation on options for DB schemes

The DWP recently consulted with the industry on options for Defined Benefit schemes in respect of returning funding surpluses to sponsors and the role a public sector consolidator could play. Below is an extrac...

Reading-on-an-Ipad--1090693538-cropped(1)
Pensions

Spring Statement Pensions Preview: A quiet fiscal event for pensions with tax tinkering to dominate

Complex consultations and General Election on the horizon could deliver quiet budget for pensions industry State Pension triple lock likely to be backed by Conservatives with tax cuts expected to dominate Broa...

meeting-1334433093-cropped
Pensions

Autumn Statement Webinar

On the 4 December 2023 we collated a great panel to discuss the DB aspects of the Autumn statement with particular focus on defining productive finance, Trusteeship developments, refund of surplus, public secto...

Side view of two Caucasian women recording a radio talk show in a studio.
Pensions

David Brooks joins The Times Radio Show

David Brooks joined Rosie Wright this morning on the Times Radio discussing the business news. They discuss Cunard accused of using “fire and rehire”, foreign interest to buy The Telegraph, the importance of Bl...

Reading-on-an-Ipad--1090693538-cropped
Pensions

A pensions free King’s Speech

Where does this leave us as an industry? The short answer is – waiting on the Autumn Statement as that is the likely moment for an announcement on what’s next for this government’s policy on pensions. We know t...

office_387843199-cropped
Pensions

The Levy that broke the camel’s back

The General Levy – who would have thought something so mundane would have my inbox on fire with people voicing their concerns about the Government’s proposals? Before we get into the proposal, what is the Gener...

1533-Broadstone-Sirius-Website-Banner
Press

Broadstone’s Sirius Index – January to June 2023

In October 2022 we launched the Broadstone Sirius Index to understand the progress of our pension schemes as they proceed on their journey. We’d have been hard pressed to find a more interesting time to launch....

Lady-thinking-688025115-cropped
Pensions

Think tank fever for pensions

There is a lot of innovative thinking happening at the think tank level and in HM Treasury aimed at the pensions industry and in particular making best economic use of the invested assets. There are literall...